P.

Batchelor Subtotals 1

Creating Subtotals in Excel

Joolas is a small company that manufactures makeup. For each transaction, they track the name of the
Salesperson, the location of the transaction, the product sold, the units sold, and the revenue. They
want answers to the following questions:
• Is there an easy way to set up a worksheet to calculate total revenue and units sold by region?
• Can I also obtain a breakdown by salesperson of sales in each region?

We know that PivotTables can be used to "slice and dice" data in Office Excel 2007. Often, however,
we'd like an easier way to summarize a list or a database within a list. In a sales database, for example,
we might want to create a summary of sales revenue by region, a summary of sales revenue by product,
and a summary of sales revenue by salesperson. If we sort a list by the column in which specific data is
listed, the Subtotal command allows us to create a subtotal in a list on the basis of the values in the
column. For example, if we sort our makeup database by location, we can calculate total revenue and
units sold for each region and place the totals just below the last row for that region. As another
example, after sorting our database by product, we can use the Subtotal command to calculate total
revenue and units sold for each product and display the totals below the row in which the product
changes. In the next section, we'll look at some specific examples.
Is there an easy way to set up a worksheet to calculate total revenue and units sold by region?
Our data is in the file Makeupsubtotals.xlsx. In Figure 1 on the next page, you can see a subset of the
data as it appears after sorting the list by the Location column.

To calculate revenue and units sold by region, place the cursor anywhere in the database and then click
Subtotal in the Outline group on the Data tab of the Ribbon. In the Subtotal dialog box, we fill in the
values as shown in Figure 2 on the next page.

By selecting Location from the At Each Change In list, we ensure that subtotals are created at each point
in which the value in the Location column changes. This corresponds to the different regions. Selecting
Sum from the Use Function box tells Excel to total the units and dollars for each different region. By
checking the Units and Dollars boxes in the Add Subtotal To area, we indicate that subtotals should be
created on the basis of the values in these columns. The Replace Current Subtotals option causes Excel
to remove any previously computed subtotals. Because we haven't created any subtotals, it doesn't
matter whether or not this option is checked for this example. If the Page Break Between Groups box is
checked, Excel inserts a page break after each subtotal. Checking the Summary Below Data box causes
Excel to place subtotals below the data. If this box is not checked, the subtotals are created above the
data used for the computation. Clicking Remove All removes subtotals from the list.
P. Batchelor Subtotals 2

Figure 1. After sorting a list by the values in a specific column, you can easily create subtotals for that
data.

Figure 2. Subtotal dialog box

A sample of our subtotals results is shown in Figure 3. We find that 18,818 units were sold in the East
region, earning revenue of $57,372.09.
P. Batchelor Subtotals 3

Figure 3. Subtotals for each region

Notice that in the left corner of the screen below the Name Box, buttons with the numbers 1, 2, and 3
appear. Clicking the largest number (in this case, 3) yields the data and subtotals. If we click the 2
button, we see just the subtotals by region, as shown in Figure 4. Clicking the 1 button yields the Grand
Total, as shown in Figure 5. In short, clicking a lower number reduces the level of detail shown.

Figure 4. When you create subtotals, Excel adds buttons that, when clicked, display only subtotals or
both subtotals and details
P. Batchelor Subtotals 4

Figure 5. Displaying the overall total without any detail

Can I also obtain a breakdown by salesperson of sales in each region?

If you wish, you can nest subtotals. In other words, you can obtain a breakdown of sales by each
salesperson in each region, or you can even get a breakdown of how much each salesperson sold of
each product in each region. See the file Nestedsubtotals.xlsx. To demonstrate the creation of nested
subtotals, we will create a breakdown of sales by each salesperson in each region.
To begin, you must sort your data first by Location and then by Name. This will give a breakdown for
each salesperson of units sold and revenue within each region. If we sorted first by Name and then by
Location, we would get a breakdown of units sold and revenue for each salesperson by region. After
sorting the data, we proceed as before and create the subtotals by region. Then we click Subtotal again
and fill in the dialog box as shown in Figure 6.

Figure 6. Creating nested subtotals

We now want a breakdown by Name. Clearing the Replace Current Subtotals box ensures that we will
not replace our regional breakdown. We now see the breakdown of sales by each salesperson in each
region as shown in Figure 7.
P. Batchelor Subtotals 5

Figure 7. Nested subtotals

Problems
You can find the data for these problems in the file Makeupsubtotals.xlsx. Use the Subtotal command for
the following computations:
1. Find the units sold and revenue for each salesperson.

2. Find the number of sales transactions for each product.

3. Find the largest transaction (in terms of revenue) for each product.

4. Find the average dollar amount per transaction by region.

5. Display a breakdown of units sold and revenue for each salesperson that shows the results for
each product by region.